Newsletters

Newsletters

Quiet Counsel and Planning Matters are published quarterly and distributed to Leith Wheeler clients and newsletter subscribers.

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Subscribe to our mailing list and receive a quarterly newsletter with our unique perspective on relevant investment-related topics. 

Quiet Counsel is internally authored and aimed at providing our clients and followers with a unique perspective on a relevant investment-related topic. Planning Matters articles are authored by external subject matter experts on a range of personal financial planning topics.

Latest Issues

  • Battling Short-Termism

    May 2019

    Quiet Counsel

    Battling Short-Termism

  • The Case for Being Bold

    Feb 2019

    Quiet Counsel

    The Case for Being Bold

  • Common Pitfalls And Challenges Of Intergenerational Wealth Transfer

    May 2019

    Planning Matters

    Common Pitfalls And Challenges Of Intergenerational Wealth Transfer

  • Understanding Tax Treatment of Investment Income

    Feb 2019

    Planning Matters

    Understanding Tax Treatment of Investment Income